Undo a Contact Import in Housing Market CRM: See Every Row
Tutorial 53 de 181
O vídeo deste tutorial está sendo atualizado no momento. Os passos escritos abaixo cobrem o mesmo conteúdo. Assistir à versão em inglês
O texto desta aula está sendo atualizado no momento, por isso aparece em inglês.
Imported the wrong file into Housing Market CRM? You can now see what happened to every row and undo the whole import. This tutorial opens Import, finds the import under Past imports, opens its Details (a Beta feature), reads what happened to each row (created, skipped or not imported, with the reason), and presses Undo this import. Undo archives the records the import created, leaves alone any record you edited since, and never deletes anything. The file and contacts shown are invented.
Neste tutorial você vai aprender
- Where the result of a past import is
- What the row list says about each row
- How to undo a whole import
- What Undo leaves alone
Acompanhe: os passos
- Open your Housing Market CRM account.
- Click Import in the left menu.
- Every earlier import is listed under Past imports.
- Click Details on the one you want to check.
- The summary counts created, skipped and rows with errors.
- Filter the rows: here, the skipped ones.
- Each one says why: already in your CRM, or the same as an earlier row.
- Wrong file? Click Undo this import.
- It archives what the import created. Records you edited since are left alone.
- Click Yes, archive them.
- The result says what was archived and what was left alone.
- Nothing is deleted. Archived records can be restored.